Issuing Credits

There may be times when you need to issue a credit
against a specific claim. The credit might be for a particular payment when there was an overpayment. A credit may
also be issued when there has been money recovered and the amount should be
subtracted from the amount paid. In that case, there would be no prior payment
involved. Regardless, if the claim is closed and the futures are zero, they
will remain zero after the transaction has been made. Each of these type of credits will be covered in this section.

A Standard Credit

Select the Payment History button if you need to issue a credit for all
or a part of a specific payment. The following screen will
appear with a list of the payments that have been made. The list may include
some existing credits where the form number ends with *R and a number.

Scroll through the list until you find the payment you want.
Then, select the payment and click the Credit button.
The program will display the Credit screen along with the data from the
original payment. Note the Status field. A warning message will appear if you
attempt to credit a payment that has been voided.

The cursor will be positioned in the Credit Date field
so that you can modify the following items. Save the record to complete the
transaction.

Field Name

Description

Credit
Date - Time

The
current date and time appear by default.

Amount

The
amount to credit may not exceed the amount of the original payment. If a credit has
already been applied, it will be subtracted from this value.

Note

The  note
or  memo  that
appeared  on  the
original  payment  is displayed. It may be modified to
indicate the reason for the credit.

Credit No Check

This option allows you to issue a credit for a claim
when there is no particular payment involved (e.g. the credit applies to a group
of payments). This feature should also be used when the money recovered on a
claim must be deducted from the amount paid. In this case, the amount could not
be entered as a recovery since these are tracked separately in the ATS System.

After selecting the desired claim, pick the Credit
(no check) button. The program will display the same form used to issue
standard credits, but the information has to be entered manually since there is
no payment record..

The fields on the form are described as follows:

Field Name

Description

Vendor
Code

If
the payee is any of the following, enter the code and the vendor code, name, and address will be filled in
with the information in the claim record.

·
C          claimant

·
P
medical provider

·
CA        claimant’s
attorney

·
DA       defense
attorney

If
the payee is someone else, press the Ellipsis button to search for the vendor.

Reserve
Cat

The
code for the reserve category to be credited.

Amount
PTD

As
soon as the reserve category has been specified, the total amount paid for
that category will be displayed.

Payment
Type

The
type is either check or voucher.

Credit
Date/Time

Normally,
this data is not changed.

Reason

A
note explaining why the credit was issued.

Credit
Amount

The
amount to be credited may not exceed the amount paid.